Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$752M |
| 2 |
Microsoft
MSFT
|
+$660M |
| 3 |
Cigna
CI
|
+$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$504M |
Top Sells
| 1 |
Amgen
AMGN
|
+$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$461M |
| 4 |
Zoom
ZM
|
+$431M |
| 5 |
Veeva Systems
VEEV
|
+$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
X
776
DELISTED
US Steel
X
| $127M | 0.02% |
7,022,123
+735,390
| +12% | +$13.3M |
|
777
iShares Russell Top 200 Growth ETF
IWY
$15.3B
| $127M | 0.02% |
1,064,525
+107,985
| +11% | +$12.9M |
|
778
iShares MSCI USA Value Factor ETF
VLUE
$7.31B
| $127M | 0.02% |
1,550,334
-253,824
| -14% | -$20.8M |
|
779
NetApp
NTAP
$24.8B
| $127M | 0.02% |
2,051,307
+163,343
| +9% | +$10.1M |
|
780
Sun Communities
SUI
$16.2B
| $126M | 0.02% |
929,504
+84,913
| +10% | +$11.5M |
|
781
iShares US Energy ETF
IYE
$1.16B
| $125M | 0.02% |
3,183,642
-1,116,037
| -26% | -$43.9M |
|
782
Textron
TXT
$14.7B
| $125M | 0.02% |
2,143,191
-40,714
| -2% | -$2.37M |
|
|
ARCH
783
DELISTED
Arch Resources, Inc.
ARCH
| $125M | 0.02% |
1,052,272
+46,015
| +5% | +$5.46M |
|
784
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.87B
| $125M | 0.02% |
1,936,285
+37,858
| +2% | +$2.44M |
|
785
John Hancock Multifactor Mid Cap ETF
JHMM
$4.45B
| $125M | 0.02% |
2,928,097
+202,165
| +7% | +$8.61M |
|
786
Starwood Property Trust
STWD
$7.58B
| $125M | 0.02% |
6,844,236
-299,293
| -4% | -$5.45M |
|
787
Global X US Infrastructure Development ETF
PAVE
$9.51B
| $124M | 0.02% |
5,397,301
-504,239
| -9% | -$11.6M |
|
788
First Horizon
FHN
$11.6B
| $124M | 0.02% |
5,409,307
+738,163
| +16% | +$16.9M |
|
789
Ingersoll Rand
IR
$32.6B
| $123M | 0.02% |
2,843,134
+307,496
| +12% | +$13.3M |
|
790
Wolfspeed
WOLF
$275M
| $123M | 0.02% |
1,189,240
-155,548
| -12% | -$16.1M |
|
791
Whirlpool
WHR
$5.25B
| $123M | 0.02% |
911,041
-85,961
| -9% | -$11.6M |
|
792
Gabelli Dividend & Income Trust
GDV
$2.41B
| $122M | 0.02% |
6,537,737
-65,954
| -1% | -$1.23M |
|
793
Huntington Ingalls Industries
HII
$10.8B
| $122M | 0.02% |
549,783
+41,683
| +8% | +$9.23M |
|
794
CoStar Group
CSGP
$36.9B
| $121M | 0.02% |
1,731,699
+307,032
| +22% | +$21.4M |
|
795
BorgWarner
BWA
$9.53B
| $120M | 0.02% |
4,343,454
+1,053,422
| +32% | +$29.1M |
|
796
Essex Property Trust
ESS
$17.2B
| $120M | 0.02% |
495,466
-21,272
| -4% | -$5.15M |
|
797
VanEck Semiconductor ETF
SMH
$28.8B
| $119M | 0.02% |
1,288,846
-625,506
| -33% | -$57.9M |
|
798
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.36B
| $119M | 0.02% |
3,320,371
+260,536
| +9% | +$9.35M |
|
799
Waste Connections
WCN
$45.8B
| $119M | 0.02% |
881,707
-218,069
| -20% | -$29.5M |
|
|
TTM
800
DELISTED
Tata Motors Limited
TTM
| $119M | 0.02% |
4,892,027
-98,330
| -2% | -$2.39M |
|